class Teamlab::Crm
Public Class Methods
new()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 3 def initialize @request = Teamlab::Request.new('crm') end
Public Instance Methods
add_case_contact(case_id, contact_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 711 def add_case_contact(case_id, contact_id) @request.post(['case', case_id.to_s, 'contact'], contactId: contact_id) end
add_contact_address(contact_id, category, address, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 507 def add_contact_address(contact_id, category, address, options = {}) @request.post(['contact', contact_id.to_s, 'data', 'address', category.to_s], { address: address.to_s }.merge(options)) end
add_contact_info(contact_id, infotype, data, category, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 491 def add_contact_info(contact_id, infotype, data, category, options = {}) @request.post(['contact', contact_id.to_s, 'data'], { infoType: infotype, data: data, category: category }.merge(options)) end
add_contact_tag_to_group(entity_type, entity_id, tag)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 207 def add_contact_tag_to_group(entity_type, entity_id, tag) @request.post([entity_type.to_s, entity_id.to_s, 'tag', 'group'], tagName: tag) end
add_deal_to_contact(contact_id, opportunity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 211 def add_deal_to_contact(contact_id, opportunity_id) @request.post(['contact', contact_id.to_s, 'opportunity', opportunity_id.to_s]) end
add_opportunity_contact(opportunity_id, contact_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 48 def add_opportunity_contact(opportunity_id, contact_id) @request.post(['opportunity', opportunity_id.to_s, 'contact', contact_id.to_s]) end
add_persons_to_company(company_id, person_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 499 def add_persons_to_company(company_id, person_id) @request.post(['contact', 'company', company_id.to_s, 'person'], personId: person_id) end
add_tag(entity_type, entity_id, tag_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 635 def add_tag(entity_type, entity_id, tag_name) @request.post([entity_type.to_s, entity_id.to_s, 'tag'], tagName: tag_name) end
add_tag_group_to_entity(entity_type, entity_id, tag_name)
click to toggle source
add_tag_to_batch_contacts(tags, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 203 def add_tag_to_batch_contacts(tags, options = {}) @request.post(%w(contact filter taglist), { tags: tags }.merge(options)) end
add_tag_to_case_group_by_filter(tag_name, options = {})
click to toggle source
add_tag_to_opportunity_group(tag_name, options = {})
click to toggle source
associate_file_with_entity(entity_type, entity_id, *fileids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 585 def associate_file_with_entity(entity_type, entity_id, *fileids) @request.post([entity_type, entity_id, 'files'], files: fileids.flatten) end
change_contact_photo(contact_id, photo)
click to toggle source
change_contact_photo_by_url(contact_id, photo_url)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 543 def change_contact_photo_by_url(contact_id, photo_url) @request.put(['contact', contact_id.to_s, 'changephotobyurl'], photourl: photo_url) end
close_case(case_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 731 def close_case(case_id) @request.put(['case', case_id.to_s, 'close']) end
close_task(task_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 419 def close_task(task_id) @request.put(['task', task_id.to_s, 'close']) end
create_case(title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 707 def create_case(title, options = {}) @request.post(%w(case), { title: title }.merge(options)) end
create_company(company_name, managers, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 195 def create_company(company_name, managers, options = {}) @request.post(%w(contact company), { companyName: company_name, managerList: managers }.merge(options)) end
create_contact_status(title, color, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 187 def create_contact_status(title, color, options = {}) @request.post(%w(contact status), { title: title, color: color }.merge(options)) end
create_contact_type(title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 183 def create_contact_type(title, options = {}) @request.post(%w(contact type), { title: title }.merge(options)) end
create_event(contact_id, content, category_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 363 def create_event(contact_id, content, category_id, options = {}) @request.post(%w(history), { contactId: contact_id, content: content, categoryId: category_id }.merge(options)) end
create_history_category(title, image_name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 367 def create_history_category(title, image_name, options = {}) @request.post(%w(history category), { title: title.to_s, imageName: image_name.to_s }.merge(options)) end
create_invoice(number, issue_date, client_id, due_date, language, currency, exchange_rate, terms, invoice_line, options)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 165 def create_invoice(number, issue_date, client_id, due_date, language, currency, exchange_rate, terms, invoice_line, options) @request.post(%w(invoice), {number: number, issueDate: issue_date, contactId: client_id, dueDate: due_date, language: language, currency: currency, exchangeRate: exchange_rate, terms: terms, invoiceLines: invoice_line}.merge(options)) end
create_invoice_item(title, description, price, stock_keeping_unit, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 175 def create_invoice_item(title, description, price, stock_keeping_unit, options = {}) @request.post(%w(invoiceitem), { title: title, description: description, price: price, sku: stock_keeping_unit.to_s }.merge(options)) end
create_invoice_line(invoice_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 171 def create_invoice_line(invoice_id, options = {}) @request.post(%w(invoiceline), { invoiceId: invoice_id }.merge(options)) end
create_invoice_tax(name, description, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 179 def create_invoice_tax(name, description, options = {}) @request.post(%w(invoice tax), { name: name, description: description }.merge(options)) end
create_opportunity(stage_id, title, responsible_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 40 def create_opportunity(stage_id, title, responsible_id, options = {}) @request.post(%w(opportunity), { stageId: stage_id, title: title, responsibleid: responsible_id }.merge(options)) end
create_opportunity_stage(title, color, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 44 def create_opportunity_stage(title, color, options = {}) @request.post(%w(opportunity stage), { title: title, color: color }.merge(options)) end
create_person(first_name, last_name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 191 def create_person(first_name, last_name, options = {}) @request.post(%w(contact person), { firstName: first_name, lastName: last_name }.merge(options)) end
create_tag(entity_type, tag_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 613 def create_tag(entity_type, tag_name) @request.post([entity_type.to_s, 'tag'], tagName: tag_name) end
create_task(title, deadline, responsible_id, category_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 161 def create_task(title, deadline, responsible_id, category_id, options = {}) @request.post(%w(task), { title: title, deadline: deadline, responsibleId: responsible_id, categoryId: category_id }.merge(options)) end
create_task_category(title, image_name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 407 def create_task_category(title, image_name, options = {}) @request.post(%w(task category), { title: title.to_s, imageName: image_name.to_s }.merge(options)) end
create_task_group(title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 199 def create_task_group(title, options = {}) @request.post(%w(contact task group), { title: title }.merge(options)) end
create_task_template(container_id, title, options = {})
click to toggle source
create_task_template_container(entity_type, title)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 667 def create_task_template_container(entity_type, title) @request.post([entity_type.to_s, 'tasktemplatecontainer'], title: title) end
create_txt(entity_type, entity_id, title, content)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 589 def create_txt(entity_type, entity_id, title, content) @request.post([entity_type.to_s, entity_id.to_s, 'files', 'text'], title: title, content: content) end
create_user_field(entity_type, label, field_type, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 763 def create_user_field(entity_type, label, field_type, options = {}) @request.post([entity_type.to_s, 'customfield'], { fieldType: field_type, label: label }.merge(options)) end
delete_batch_contacts_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 327 def delete_batch_contacts_by_filter(options = {}) @request.delete(%w(contact filter), options) end
delete_batch_invoices(*invoice_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 319 def delete_batch_invoices(*invoice_ids) @request.delete(%w(invoice), [invoiceids: invoice_ids.flatten]) end
delete_batch_items(*ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 323 def delete_batch_items(*ids) @request.delete(%w(invoiceitem), ids: ids.flatten) end
delete_case(case_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 747 def delete_case(case_id) @request.delete(['case', case_id.to_s]) end
delete_case_contact(case_id, contact_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 751 def delete_case_contact(case_id, contact_id) @request.delete(['case', case_id.to_s, 'contact', contact_id.to_s]) end
delete_case_group(*case_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 739 def delete_case_group(*case_ids) @request.delete(%w(case), caseIds: case_ids.flatten) end
delete_case_group_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 743 def delete_case_group_by_filter(options = {}) @request.delete(%w(case filter), options) end
delete_contact(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 551 def delete_contact(id) @request.delete(['contact', id.to_s]) end
delete_contact_address(contact_id, information_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 567 def delete_contact_address(contact_id, information_id) @request.delete(['contact', contact_id.to_s, 'data', 'address', information_id.to_s]) end
delete_contact_group(*contact_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 511 def delete_contact_group(*contact_ids) @request.put(%w(contact), contactids: contact_ids.flatten) end
delete_contact_info(contact_id, info_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 559 def delete_contact_info(contact_id, info_id) @request.delete(['contact', contact_id.to_s, 'data', info_id.to_s]) end
delete_contact_status(contact_status_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 347 def delete_contact_status(contact_status_id) @request.delete('contact', 'status', contact_status_id) end
delete_contact_type(contact_type_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 555 def delete_contact_type(contact_type_id) @request.delete(['contact', 'type', contact_type_id.to_s]) end
delete_deal_from_contact(contact_id, opportunity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 351 def delete_deal_from_contact(contact_id, opportunity_id) @request.delete(['contact', contact_id.to_s, 'opportunity', opportunity_id.to_s]) end
delete_file(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 597 def delete_file(id) @request.post(['files', id.to_s]) end
delete_history_category(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 387 def delete_history_category(id) @request.delete(['history', 'category', id.to_s]) end
delete_invoice(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 339 def delete_invoice(id) @request.delete(['invoice', id.to_s]) end
delete_invoice_item(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 331 def delete_invoice_item(id) @request.delete(['invoiceitem', id.to_s]) end
delete_invoice_line(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 343 def delete_invoice_line(id) @request.delete(['invoiceline', id.to_s]) end
delete_invoice_tax(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 335 def delete_invoice_tax(id) @request.delete(['invoice', 'tax', id.to_s]) end
delete_opportunity(opportunity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 97 def delete_opportunity(opportunity_id) @request.delete(['opportunity', opportunity_id.to_s]) end
delete_opportunity_contact(opportunity_id, contact_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 101 def delete_opportunity_contact(opportunity_id, contact_id) @request.delete(['opportunity', opportunity_id.to_s, 'contact', contact_id.to_s]) end
delete_opportunity_group(*opportunity_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 85 def delete_opportunity_group(*opportunity_ids) @request.delete(%w(opportunity), opportunityids: opportunity_ids.flatten) end
delete_opportunity_group_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 89 def delete_opportunity_group_by_filter(options = {}) @request.delete(%w(opportunity filter), options) end
delete_opportunity_stage(stage_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 93 def delete_opportunity_stage(stage_id) @request.delete(['opportunity', 'stage', stage_id.to_s]) end
delete_person_from_company(company_id, person_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 563 def delete_person_from_company(company_id, person_id) @request.delete(['contact', 'company', company_id.to_s, 'person'], personId: person_id) end
delete_tag(entity_type, tag_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 639 def delete_tag(entity_type, tag_name) @request.delete([entity_type.to_s, 'tag'], tagName: tag_name) end
delete_task(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 435 def delete_task(id) @request.delete(['task', id.to_s]) end
delete_task_category(category_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 439 def delete_task_category(category_id) @request.delete(['task', 'category', category_id.to_s]) end
delete_task_template(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 691 def delete_task_template(id) @request.delete(['tasktemplatecontainer', 'tasktemplate', id.to_s]) end
delete_task_template_container(container_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 687 def delete_task_template_container(container_id) @request.delete(['tasktemplatecontainer', container_id.to_s]) end
delete_user_field(entity_type, field_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 779 def delete_user_field(entity_type, field_id) @request.delete([entity_type.to_s, 'customfield', field_id.to_s]) end
get_all_case_contacts(case_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 703 def get_all_case_contacts(case_id) @request.get(['case', case_id.to_s, 'contact']) end
get_all_categories(info_type)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 467 def get_all_categories(info_type) @request.get(['contact', 'data', info_type.to_s, 'category']) end
get_all_contact_info_types()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 451 def get_all_contact_info_types @request.get(%w(contact data infotype)) end
get_all_contact_types()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 443 def get_all_contact_types @request.get(%w(contact type)) end
get_all_history_categories()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 359 def get_all_history_categories @request.get(%w(history category)) end
get_all_opportunity_contacts(opportunity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 32 def get_all_opportunity_contacts(opportunity_id) @request.get(['opportunity', opportunity_id.to_s, 'contact']) end
get_all_opportunity_stages()
click to toggle source
region Opportunity
# File lib/teamlab/modules/crm.rb, line 8 def get_all_opportunity_stages @request.get(%w(opportunity stage)) end
get_all_task_categories()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 395 def get_all_task_categories @request.get(%w(task category)) end
get_case_by_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 699 def get_case_by_id(id) @request.get(['case', id.to_s]) end
get_case_list(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 695 def get_case_list(options = {}) @request.get(%w(case filter), options) end
get_cases_by_prefix(contact_id, prefix)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 117 def get_cases_by_prefix(contact_id, prefix) @request.get(%w(case byprefix), contactId: contact_id, prefix: prefix) end
get_company_linked_persons_list(company_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 471 def get_company_linked_persons_list(company_id) @request.get(['contact', 'company', company_id.to_s, 'person']) end
get_contact_by_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 447 def get_contact_by_id(id) @request.get(['contact', id.to_s]) end
get_contact_info(contact_id, contact_info_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 463 def get_contact_info(contact_id, contact_info_id) @request.get(['contact', contact_id.to_s, 'data', contact_info_id.to_s]) end
get_contact_information_by_type(contact_id, info_type)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 475 def get_contact_information_by_type(contact_id, info_type) @request.get(['contact', contact_id.to_s, 'data', info_type.to_s]) end
get_contact_status_by_id(contact_status_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 153 def get_contact_status_by_id(contact_status_id) @request.get(['contact', 'status', contact_status_id.to_s]) end
get_contact_statuses()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 121 def get_contact_statuses @request.get(%w(contact status)) end
get_contact_type(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 459 def get_contact_type(id) @request.get(['contact', 'type', id.to_s]) end
get_contact_upcoming_tasks(*contact_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 411 def get_contact_upcoming_tasks(*contact_ids) @request.post(%w(contact task near), contactid: contact_ids.flatten) end
get_contacts_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 133 def get_contacts_by_filter(options = {}) @request.get(%w(contact filter), options) end
get_contacts_by_project_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 455 def get_contacts_by_project_id(id) @request.get(['contact', 'project', id.to_s]) end
get_contacts_for_mail(*contact_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 113 def get_contacts_for_mail(*contact_ids) @request.get(%w(contact mail), contactids: contact_ids.flatten) end
get_currency_list()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 12 def get_currency_list @request.get(%w(settings currency)) end
get_entity_invoices(entity_type, entity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 157 def get_entity_invoices(entity_type, entity_id) @request.get([entity_type.to_s, 'invoicelist', entity_id.to_s]) end
get_event_list_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 355 def get_event_list_by_filter(options = {}) @request.get(%w(history filter), options) end
get_file_list(entity_type, entity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 581 def get_file_list(entity_type, entity_id) @request.get([entity_type.to_s, entity_id.to_s, 'files']) end
get_invoice_by_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 145 def get_invoice_by_id(id) @request.get(['invoice', id.to_s]) end
get_invoice_items_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 141 def get_invoice_items_by_filter(options = {}) @request.get(%w(invoiceitem filter), options) end
get_invoice_sample()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 125 def get_invoice_sample @request.get(%w(invoice sample)) end
get_invoice_taxes()
click to toggle source
region General
# File lib/teamlab/modules/crm.rb, line 109 def get_invoice_taxes @request.get(%w(invoice tax)) end
get_invoices_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 129 def get_invoices_by_filter(options = {}) @request.get(%w(invoice filter), options) end
get_opportunity_by_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 28 def get_opportunity_by_id(id) @request.get(['opportunity', id.to_s]) end
get_opportunity_list(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 16 def get_opportunity_list(options = {}) @request.get(%w(opportunity filter), options) end
get_opportunity_stage(stage_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 24 def get_opportunity_stage(stage_id) @request.get(['opportunity', 'stage', stage_id.to_s]) end
get_result_of_convertation(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 20 def get_result_of_convertation(options = {}) @request.get(%w(settings currency convert), options) end
get_root_folder_id()
click to toggle source
region Files
# File lib/teamlab/modules/crm.rb, line 577 def get_root_folder_id @request.get(%w(files root)) end
get_settings()
click to toggle source
# File lib/teamlab/modules/crm.rb, line 137 def get_settings @request.get(%w(invoice settings)) end
get_simple_contacts(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 149 def get_simple_contacts(options = {}) @request.get(%w(contact simple filter), options) end
get_summary_table(currency)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 36 def get_summary_table(currency) @request.get(['settings', 'currency', currency.to_s, 'summarytable']) end
get_task_by_id(task_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 399 def get_task_by_id(task_id) @request.get(['task', task_id.to_s]) end
get_task_category(category_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 403 def get_task_category(category_id) @request.get(['task', 'category', category_id.to_s]) end
get_task_list_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 391 def get_task_list_by_filter(options = {}) @request.get(%w(task filter), options) end
get_task_template(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 659 def get_task_template(id) @request.get(['tasktemplatecontainer', 'tasktemplate', id.to_s]) end
get_task_template_container(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 655 def get_task_template_container(id) @request.get(['tasktemplatecontainer', id.to_s]) end
get_task_template_container_list(entity_type)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 651 def get_task_template_container_list(entity_type) @request.get([entity_type.to_s, 'tasktemplatecontainer']) end
get_task_template_list_by_container_id(id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 663 def get_task_template_list_by_container_id(id) @request.get(['tasktemplatecontainer', id.to_s, 'tasktemplate']) end
get_user_field_list(entity_type)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 759 def get_user_field_list(entity_type) @request.get([entity_type.to_s, 'customfield', 'definitions']) end
get_user_field_values(entity_type, entity_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 755 def get_user_field_values(entity_type, entity_id) @request.get([entity_type.to_s, entity_id.to_s, 'customfield']) end
group_contact_info(*items)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 479 def group_contact_info(*items) @request.post(%w(contact data), items: items.flatten) end
group_contact_info_update(*items)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 515 def group_contact_info_update(*items) @request.put(%w(contact data), items: items.flatten) end
link_contact_list_with_project(project_id, *contact_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 495 def link_contact_list_with_project(project_id, *contact_ids) @request.post(['contact', 'project', project_id.to_s], contactId: contact_ids.flatten) end
link_contact_with_project(contact_id, project_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 503 def link_contact_with_project(contact_id, project_id) @request.post(['contact', contact_id.to_s, 'project', project_id.to_s]) end
merge_contacts(from_contact_id, to_contact_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 519 def merge_contacts(from_contact_id, to_contact_id) @request.put(%w(contact merge), fromcontactid: from_contact_id, tocontactid: to_contact_id) end
quick_company_list_creation(*names)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 487 def quick_company_list_creation(*names) @request.post(%w(contact company quick), companyName: names.flatten) end
quick_person_list_creation(data)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 483 def quick_person_list_creation(data) @request.post(%w(contact person quick), data: data) end
remove_contact_from_project(contact_id, project_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 571 def remove_contact_from_project(contact_id, project_id) @request.delete(['contact', contact_id.to_s, 'project', project_id.to_s]) end
remove_tag(entity_type, entity_id, tag_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 647 def remove_tag(entity_type, entity_id, tag_name) @request.delete([entity_type.to_s, entity_id.to_s, 'tag'], tagName: tag_name) end
resume_case(case_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 727 def resume_case(case_id) @request.put(['case', case_id.to_s, 'reopen']) end
resume_task(task_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 423 def resume_task(task_id) @request.put(['task', task_id.to_s, 'reopen']) end
save_number_settings(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 257 def save_number_settings(options = {}) @request.put(%w(invoice settings name), options) end
save_smtp_settings(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 219 def save_smtp_settings(options = {}) @request.put(%w(settings smtp), options) end
save_terms_settings(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 277 def save_terms_settings(options = {}) @request.put(%w(invoice settings terms), options) end
set_access_to_batch_contact(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 261 def set_access_to_batch_contact(options = {}) @request.put(%w(contact filter access), options) end
set_case_access_rights(case_ids, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 715 def set_case_access_rights(case_ids, options = {}) @request.put(%w(case access), { caseId: case_ids }.merge(options)) end
set_case_access_rights_by_filter(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 723 def set_case_access_rights_by_filter(options = {}) @request.put(%w(case filter access), options) end
set_contact_access_rights(contact_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 531 def set_contact_access_rights(contact_id, options = {}) @request.put(['contact', contact_id.to_s, 'access'], options) end
set_contacts_access_rights(contact_ids, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 523 def set_contacts_access_rights(contact_ids, options = {}) @request.put(%w(contact access), { contactId: contact_ids }.merge(options)) end
set_is_portal_configured(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 215 def set_is_portal_configured(options = {}) @request.put(%w(settings), options) end
set_opportunity_access_rights(opportunity_ids, is_private, *users)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 52 def set_opportunity_access_rights(opportunity_ids, is_private, *users) @request.put(%w(opportunity access), opportunityid: opportunity_ids.to_a.flatten, isPrivate: is_private, accessList: users.flatten) end
set_opportunity_access_rights_for_users(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 64 def set_opportunity_access_rights_for_users(options = {}) @request.put(%w(opportunity filter access), options) end
set_rights_to_case(case_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 735 def set_rights_to_case(case_id, options = {}) @request.put(['case', case_id.to_s, 'access'], options) end
set_rights_to_opportunity(opportunity_id, is_private, access_list)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 77 def set_rights_to_opportunity(opportunity_id, is_private, access_list) @request.put(['opportunity', opportunity_id.to_s, 'access'], isPrivate: is_private, accessList: access_list) end
set_user_field_value(entity_type, entity_id, field_id, field_value)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 767 def set_user_field_value(entity_type, entity_id, field_id, field_value) @request.post([entity_type.to_s, entity_id.to_s, 'customfield', field_id.to_s], fieldValue: field_value) end
update_case(case_id, title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 719 def update_case(case_id, title, options = {}) @request.put(['case', case_id.to_s], { title: title }.merge(options)) end
update_company(company_id, company_name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 535 def update_company(company_id, company_name, options = {}) @request.put(['contact', 'company', company_id.to_s], { companyName: company_name.to_s }.merge(options)) end
update_company_and_participants_status(company_id, contact_status_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 315 def update_company_and_participants_status(company_id, contact_status_id) @request.put(['contact', 'company', company_id.to_s, 'status'], contactStatusId: contact_status_id) end
update_contact_address(contact_id, information_id, address, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 547 def update_contact_address(contact_id, information_id, address, options = {}) @request.put(['contact', contact_id.to_s, 'data', 'address', information_id.to_s], { address: address }.merge(options)) end
update_contact_info(information_id, contact_id, data, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 539 def update_contact_info(information_id, contact_id, data, options = {}) @request.put(['contact', contact_id.to_s, 'data', information_id.to_s], { data: data }.merge(options)) end
update_contact_status(id, title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 243 def update_contact_status(id, title, options = {}) @request.put(['contact', 'status', id.to_s], { title: title.to_s }.merge(options)) end
update_contact_status_by_id(contact_id, contact_status_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 297 def update_contact_status_by_id(contact_id, contact_status_id) @request.put(['contact', contact_id, 'status'], contactStatusid: contact_status_id) end
update_contact_status_color(status_id, color)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 289 def update_contact_status_color(status_id, color) @request.put(['contact', 'status', status_id.to_s, 'color'], color: color) end
update_contact_type(id, title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 239 def update_contact_type(id, title, options = {}) @request.put(['contact', 'type', id.to_s], { title: title }.merge(options)) end
update_contact_types_order(*titles)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 527 def update_contact_types_order(*titles) @request.put(%w(contact type reorder), titles: titles.flatten) end
update_crm_contact_status_settings(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 281 def update_crm_contact_status_settings(options = {}) @request.put(%w(contact status settings), options) end
update_crm_contact_tag_setting(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 253 def update_crm_contact_tag_setting(options = {}) @request.put(%w(contact tag settings), options) end
update_crm_currency(currency)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 223 def update_crm_currency(currency) @request.put(%w(settings currency), {currency: currency}) end
update_history_categories_order(*titles)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 375 def update_history_categories_order(*titles) @request.put(%w(history category reorder), titles: titles.flatten) end
update_history_category(id, title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 371 def update_history_category(id, title, options = {}) @request.put(['history', 'category', id.to_s], { title: title }.merge(options)) end
update_history_category_icon(id, icon_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 379 def update_history_category_icon(id, icon_name) @request.put(['history', 'category', id.to_s, 'icon'], imageName: icon_name.to_s) end
update_invoice(id, options = {})
click to toggle source
update_invoice_item(id, title, description, price, stock_keeping_unit, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 231 def update_invoice_item(id, title, description, price, stock_keeping_unit, options = {}) @request.put(['invoiceitem', id.to_s], { title: title, description: description, price: price, sku: stock_keeping_unit.to_s }.merge(options)) end
update_invoice_line(invoice_line_id, invoice_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 301 def update_invoice_line(invoice_line_id, invoice_id, options = {}) @request.put(['invoiceline', invoice_line_id], { invoiceId: invoice_id }.merge(options)) end
update_invoice_patch_status(status, invoice_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 285 def update_invoice_patch_status(status, invoice_ids) @request.put(['invoice', 'status', status.to_s], invoiceids: invoice_ids) end
update_invoice_tax(id, name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 235 def update_invoice_tax(id, name, options = {}) @request.put(['invoice', 'tax', id.to_s], { name: name }.merge(options)) end
update_opportunity(opportunity_id, contact_id, title, responsible_id, stage_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 68 def update_opportunity(opportunity_id, contact_id, title, responsible_id, stage_id, options = {}) @request.put(['opportunity', opportunity_id.to_s], { contactId: contact_id, title: title, responsibleid: responsible_id, stageid: stage_id }.merge(options)) end
update_opportunity_stage(id, title, color, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 56 def update_opportunity_stage(id, title, color, options = {}) @request.put(['opportunity', 'stage', id.to_s], { title: title, color: color }.merge(options)) end
update_opportunity_stage_color(stage_id, color)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 73 def update_opportunity_stage_color(stage_id, color) @request.put(['opportunity', 'stage', stage_id.to_s, 'color'], color: color) end
update_opportunity_stages_order(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 60 def update_opportunity_stages_order(options = {}) @request.put(%w(opportunity stage reorder), options) end
update_opportunity_to_stage(opportunity_id, stage_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 81 def update_opportunity_to_stage(opportunity_id, stage_id) @request.put(['opportunity', opportunity_id.to_s, 'stage', stage_id.to_s], stageid: stage_id) end
update_organisation_address(text)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 269 def update_organisation_address(text) @request.put(%w(settings organisation address), {companyAddress: text}) end
update_organisation_company_name(title)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 265 def update_organisation_company_name(title) @request.put(%w(settings organisation base), {companyName: title}) end
update_person(id, first_name, last_name, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 293 def update_person(id, first_name, last_name, options = {}) @request.put(['contact', 'person', id.to_s], { firstName: first_name, lastName: last_name }.merge(options)) end
update_person_and_its_company_status(person_id, contact_status_id)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 311 def update_person_and_its_company_status(person_id, contact_status_id) @request.put(['contact', 'person', person_id.to_s, 'status'], contactStatusId: contact_status_id) end
update_selected_user_field(entity_type, user_field_id, label, field_type, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 771 def update_selected_user_field(entity_type, user_field_id, label, field_type, options = {}) @request.put([entity_type.to_s, 'customfield', user_field_id.to_s], { fieldType: field_type, label: label }.merge(options)) end
update_statuses_contact_order(options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 273 def update_statuses_contact_order(options = {}) @request.put(%w(contact status reorder), options) end
update_task(task_id, title, deadline, category_id, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 227 def update_task(task_id, title, deadline, category_id, options = {}) @request.put(['task', task_id.to_s], { title: title, deadline: deadline, categoryid: category_id }.merge(options)) end
update_task_categories_order(*titles)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 427 def update_task_categories_order(*titles) @request.put(%w(task category reorder), titles: titles.flatten) end
update_task_category(category_id, title, options = {})
click to toggle source
# File lib/teamlab/modules/crm.rb, line 415 def update_task_category(category_id, title, options = {}) @request.put(['task', 'category', category_id.to_s], { title: title }.merge(options)) end
update_task_category_icon(id, image_name)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 431 def update_task_category_icon(id, image_name) @request.put(['task', 'category', id.to_s, 'icon'], imageName: image_name.to_s) end
update_task_template(container_id, task_template_id, title, options = {})
click to toggle source
TODO: OPTIONAL VARIABLES =====================================================¶ ↑
# File lib/teamlab/modules/crm.rb, line 683 def update_task_template(container_id, task_template_id, title, options = {}) @request.put(['tasktemplatecontainer', container_id.to_s, 'tasktemplate'], { id: task_template_id.to_s, title: title }.merge(options)) end
update_task_template_container(container_id, title)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 677 def update_task_template_container(container_id, title) @request.put(['tasktemplatecontainer', container_id.to_s], title: title) end
update_user_fields_order(entity_type, *field_ids)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 775 def update_user_fields_order(entity_type, *field_ids) @request.put([entity_type.to_s, 'customfield', 'reorder'], fieldIds: field_ids.flatten) end
upload_file(entity_type, entity_id, file)
click to toggle source
# File lib/teamlab/modules/crm.rb, line 593 def upload_file(entity_type, entity_id, file) @request.post([entity_type.to_s, entity_id.to_s, 'files', 'upload'], somefile: File.new(file)) end